top of page

Our Team

We champion your independence by delivering the scale, experience, and insights that empower you to take your business to the next level.

You will find the entrepreneurial environment of our firm and experience of our support staff make us approachable, accessible and accountable. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of support in the industry. You are at the center of everything that we do. For almost 40 years, our enduring strength comes from helping our representatives grow.

In all relationships, we operate from the following clear, core values which foster trust, respect, and accountability.

Executive Team

Are dedicated to helping representatives grow their practice and always make themselves accessible and willing to listen and offer feedback.

Product & Services Team

Our experts are here to learn about your practice and goals, in order to identify the best way to fulfill your objectives. Their knowledge, experience and dedication to our representatives shows by always being accessible to speak, bounce ideas off or even educate representatives and/or clients.


At Aegis you will never be just a number. Our representatives are a priority and receive personalized attention and service so they can focus on what is most important – their clients.

Transition Team

A dedicated transition specialist serves as your single point of contact for all transition needs to create a smooth and seamless experience during both the pre- and post-on boarding process. You can be assured that we will do our job so that you can continue to focus on yours.


We give you the freedom and support to manage and build your practice as you see fit. We have a conflict-free platform that gives you the ability to offer your clients what is best for each of their situations.


Our representative centric and client first culture is the reason representatives join our firm and more importantly why they stay. That is why our slogan is Putting People First.

bottom of page